Advanced Financial Statement Analysis (Online)

Offset risk and make informed investment decisions for increased profitability
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Early Registration Benefit

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Key Takeaways

The Advanced Financial Statement Analysis (Online) program will enable you to:

  • Review the fundamentals of financial accounting principles and transactions

  • Analyze the quality, profitability, solvency, and liquidity of financial statements across a variety of organizations, including Google/Alphabet, Costco, and Tesla

  • Calculate the value of an organization using a variety of methods and scenarios

  • Utilize a proprietary Excel workbook from faculty that allows you to apply each of the analysis exercises to any organization

  • Leverage information from financial statements at a deeper level to inform your investment strategies—and drive better returns in your portfolio

Who Should Attend?

  • Institutional and individual investors who want to make more informed decisions for better investment outcomes for their portfolios

  • Mid- and senior-level finance professionals who want to learn how to analyze financial statements and forecast for business planning and valuation

  • Private equity and banking professionals who want to learn a method for comprehensive profitability analysis and gain a deeper understanding of solvency and liquidity measures

  • Financial/credit analysts and risk managers who want more tools for evaluating risk, liquidity, and solvency, as well as assessing the quality of the financial statements

  • Financial advisors and consultants who seek to create more value for their clients through deeper analysis of investment opportunities

Program Modules

Program Experience

LP - CBS - REI - World-Renowned Faculty
World-Renowned Faculty

Learn from accomplished faculty, and industry experts whose diverse backgrounds encompass a broad range of disciplines

Guest Speakers
Guest Speakers

Accomplished academics and experts offer unique perspectives and the opportunity to put learning into practice

Peer Interaction
Peer Interaction

Stimulating discussions with like-minded global peers expand your professional network and build a supportive community

Case Studies
Case Studies

Through exploratory sessions, examine practical examples and find innovative solutions to strategic challenges

Live Faculty Sessions
Engaging Assignments and Activities

Hone business acumen and executive skills with try-it activities that help you redefine your potential

Case Studies

Decorative image relating to Costo

Costco

Organizations’ financial reports serve as the basis for illustrating key concepts, such as the fundamentals of the balance sheet, analysis of various transactions, and assessment of earnings quality and solvency ratios.

Decorative image relating to Google/Alphabet

Google/Alphabet

SEC reports and financial statements serve as the foundation for this multilayered case that weaves many critical concepts into the program, including the Summary of Significant Accounting Principles in the footnotes section, risk analysis, earnings quality analysis, and reformulation of the balance sheet.

Decorative image relating to Tesla

Tesla

The final project is focused on the case, Financial Analysis and Valuation of Tesla, and culminates with a live debrief with lead faculty, Doron Nissim, the Earnst & Young Professor of Accounting and Finance at Columbia Business School.

Hands-On Activities

  • Conduct an earnings quality review for Costco

  • Reformulate income statements and balance sheets for both real and fictitious organizations

  • Assess the solvency balance sheet for Costco

  • Calculate Costco’s EBIT margin

  • Examine the decomposition of growth at Unilever

  • Conduct a DCF analysis of Google/Alphabet

  • Perform a financial analysis and valuation of Tesla

Past Participant Profiles

Past participants of the Advanced Financial Statement Analysis (Online) program come from diverse backgrounds, industries, and experiences.

Average years of work experience:

  • Less than 10 years: 21%

  • 10 to 14 years: 15%

  • 15 to 19 years: 20%

  • More than 20 years: 44%

Top industries:

  • Banking and Financial Services

  • Consulting

  • Energy

  • Healthcare

  • Real Estate

Top functions:

  • Accounting and Control

  • Finance

  • General Management

  • Sales and Business Development

  • Strategy and Corporate Planning

Top countries:

  • United States

  • Canada

  • Switzerland

  • Germany

  • France

Note: Data from across previous cohorts

Program Faculty

DORON NISSIM
DORON NISSIM

Ernst & Young Professor of Accounting and Finance, Columbia Business School

FAQs

Certificate

Certificate

Upon completion of the Advanced Financial Statement Analysis (Online) program, you will receive a certificate of participation from Columbia Business School Executive Education. This certificate also awards two credits towards the Certificate in Business Excellence, which grants select alumni and tuition benefits. Learn More

Your digitally verified certificate will be issued in your legal name and emailed to you, at no additional cost, upon completion of the program, including all modules of the program (online, in person, or live online, inter-module). All certificate images are for illustrative purposes only and may be subject to change at the discretion of Columbia Business School Executive Education.

Didn't find what you were looking for? Write to us at learner.success@emeritus.org or Schedule a call with one of our Program Advisors or call us at +1 315 387 4431 (US) / +44 203 838 0836 (UK) / +65 3138 4449 (SG)

Early registrations are encouraged. Seats fill up quickly!

Flexible payment options available.

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